Britta Reyes
Britta Reyes is a CFP-designated registered investment advisor at Estes Financial Services, INC., based in Fort Worth, TX, with 21 years of industry experience. Britta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 35 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for amounts over $3,000,000.
Fee Estimator
Location
2501 Parkview Drive, Suite 228, Fort Worth, TX, 76102
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Britta is a partner at Estes Financial Services, providing financial planning and investment advisory services, and EFS Tax Strategies, offering estate and income tax planning. She also works as a partner at Estes Financial Services Insurance, focusing on insurance planning, and owns 25% of Riley Wealth Management, though she no longer works there.
Employment History
Current Registrations
Estes Financial Services, INC.
Previous Registrations
Triad Advisors, INC.Broker
Silver Oak Securities, IncorporatedBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.